Purchases and Sales Made in Q4 2022 in Select Sector Spdr Fund Health (XLV)

XLV Quotes by TradingView

This table provides information about the institutional ownership of Select Sector Spdr Fund Health (XLV) during Q4 2022. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR FUND-HEALTH.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
1.94K
+ 12946.67%
$237K - $272K
1.96K $282K
Feb 14, 2023 Q4 2022
Claro Advisors LLC

Boston, MA
BUY
 -
1.93K
+ 104.04%
$235K - $270K
3.79K $546K
Jan 27, 2023 Q4 2022
State Of Michigan Retirement System

BUY
 -
1.9K
+ 0.99%
$232K - $266K
194K $28M
Feb 15, 2023 Q4 2022
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
1.89K
New
$230K - $265K
1.89K $272K
Mar 15, 2023 Q4 2022
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
1.88K
New
$229K - $264K
1.88K $271K
Jan 20, 2023 Q4 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
1.88K
+ 0.73%
$229K - $263K
261K $37.6M
Feb 14, 2023 Q4 2022
Momentum Advisors, LLC

BUY
 -
1.86K
New
$227K - $261K
1.86K $268K
Feb 14, 2023 Q4 2022
Interchange Capital Partners, LLC

BUY
 -
1.86K
+ 25.68%
$227K - $260K
9.1K $1.31M
Feb 01, 2023 Q4 2022
Trust CO Of Virginia

BUY
 -
1.84K
+ 4.39%
$224K - $257K
43.7K $6.3M
Feb 08, 2023 Q4 2022
Prudential PLC

London, England, X0
BUY
 -
1.84K
+ 23.59%
$224K - $257K
9.62K $1.39M
Jan 18, 2023 Q4 2022
Stonebridge Financial Planning Group, LLC

BUY
 -
1.8K
+ 13.63%
$219K - $252K
15K $2.16M
Feb 06, 2023 Q4 2022
Country Club Bank

BUY
 -
1.79K
+ 33.36%
$218K - $250K
7.14K $1.03M
Feb 13, 2023 Q4 2022
Hardy Reed LLC

BUY
 -
1.78K
New
$216K - $249K
1.78K $256K
Feb 13, 2023 Q4 2022
G2 Capital Management, LLC

Columbus, OH
BUY
 -
1.76K
+ 13.71%
$215K - $247K
14.6K $2.11M
Feb 13, 2023 Q4 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.75K
+ 7.47%
$213K - $245K
25.2K $3.63M
Jan 23, 2023 Q4 2022
Bnc Wealth Management, LLC

BUY
 -
1.75K
+ 12.07%
$213K - $245K
16.2K $2.34M
Jan 17, 2023 Q4 2022
Novare Capital Management LLC

BUY
 -
1.74K
+ 57.3%
$212K - $244K
4.79K $690K
Feb 14, 2023 Q4 2022
High Falls Advisors, Inc

Rochester, NY
BUY
 -
1.74K
New
$212K - $244K
1.74K $251K
Jan 24, 2023 Q4 2022
Harbor Investment Advisory, LLC

BUY
 -
1.73K
+ 24.33%
$211K - $243K
8.86K $1.28M
Jan 24, 2023 Q4 2022
Toth Financial Advisory Corp

BUY
 -
1.72K
+ 2.81%
$210K - $241K
62.9K $9.06M
Feb 13, 2023 Q4 2022
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
1.72K
+ 21.11%
$209K - $241K
9.85K $1.42M
Feb 07, 2023 Q4 2022
Crewe Advisors LLC

BUY
 -
1.7K
+ 112.59%
$207K - $238K
3.21K $462K
Jan 31, 2023 Q4 2022
Pinnacle Associates LTD

BUY
 -
1.69K
+ 5.08%
$206K - $237K
34.9K $5.03M
Feb 02, 2023 Q4 2022
Tranquility Partners, LLC

BUY
 -
1.69K
New
$206K - $236K
1.69K $243K
Jan 20, 2023 Q4 2022
Montecito Bank & Trust

BUY
 -
1.68K
+ 8.26%
$205K - $236K
22K $3.18M
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
1.68K
New
$205K - $235K
1.68K $242K
Feb 10, 2023 Q4 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
1.67K
New
$203K - $234K
1.67K $241K
Feb 07, 2023 Q4 2022
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
1.67K
New
$203K - $234K
1.67K $240K
Feb 13, 2023 Q4 2022
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
1.65K
New
$201K - $232K
1.65K $238K
Jan 12, 2023 Q4 2022
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
1.65K
New
$200K - $230K
1.65K $237K
Jan 19, 2023 Q4 2022
Appleton Partners Inc

BUY
 -
1.64K
+ 26.82%
$199K - $229K
7.74K $1.12M
Jan 18, 2023 Q4 2022
Strong Box Wealth, LLC

BUY
 -
1.63K
New
$199K - $229K
1.63K $235K
Feb 15, 2023 Q4 2022
Toroso Investments, LLC

Massapequa, NY
BUY
 -
1.63K
+ 29.32%
$198K - $228K
7.18K $1.04M
Jan 10, 2023 Q4 2022
Safeguard Financial, LLC

BUY
 -
1.62K
New
$198K - $228K
1.62K $234K
Jan 18, 2023 Q4 2022
De Dora Capital, Inc.

BUY
 -
1.62K
New
$198K - $227K
1.62K $234K
Feb 09, 2023 Q4 2022
Avantax Planning Partners, Inc.

BUY
 -
1.62K
New
$197K - $226K
1.62K $233K
Feb 13, 2023 Q4 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
1.61K
New
$196K - $225K
1.61K $232K
Feb 13, 2023 Q4 2022
Cullen/Frost Bankers, Inc.

BUY
 -
1.6K
+ 17.86%
$195K - $224K
10.6K $1.52M
Feb 13, 2023 Q4 2022
Greytown Advisors Inc.

Miami, FL
BUY
 -
1.59K
New
$194K - $223K
1.59K $229K
Jan 09, 2023 Q4 2022
Wedmont Private Capital

BUY
 -
1.59K
New
$193K - $222K
1.59K $229K
Jan 24, 2023 Q4 2022
Buckingham Capital Management, Inc.

BUY
 -
1.59K
New
$193K - $222K
1.59K $229K
Jan 11, 2023 Q4 2022
Platform Technology Partners

BUY
 -
1.59K
New
$193K - $222K
1.59K $228K
Feb 10, 2023 Q4 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.58K
New
$193K - $221K
1.58K $228K
Mar 30, 2023 Q4 2022
Luts & Greenleigh Group, Inc

Bethesda, MD
BUY
 -
1.58K
New
$193K - $221K
1.58K $228K
Dec 13, 2023 Q4 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.58K
New
$193K - $221K
1.58K $228K
Feb 13, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.58K
New
$192K - $221K
1.58K $227K
Feb 02, 2023 Q4 2022
Peregrine Asset Advisers, Inc.

Portland, OR
BUY
 -
1.57K
New
$191K - $220K
1.57K $226K
Feb 13, 2023 Q4 2022
Galvin, Gaustad & Stein, LLC

BUY
 -
1.57K
New
$191K - $220K
1.57K $226K
Oct 07, 2024 Q4 2022
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
1.57K
+ 41.46%
$191K - $220K
5.35K $772K

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